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A status trigger allows you to automatically create a new Form type when a Form is changed to a specific status. A good example is triggering a Payment Certificate when a Claim has been set to Approved Status.

1. To set up a status trigger go to the Status trigger tab.

2. And select the Form type you'd like to create against the Status you would like it to be triggered.

3. Click Update.

This section enables you to create your Form Statuses and effectively set up a workflow to control the flow of information and the approval of Forms.



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